Page 62 - Unanet CRM: Using Publisher with Microsoft Word

LESSON 7: BATCHING DOCUMENTS

Learning Objectives
Explain how to create a Microsoft Word Batch Job.
• Explain how to create and edit a batch job.

Introduction

Publisher 4.0 can batch-generate several different documents and document types into
one .docx file.

Note: The templates built during this course are already batch-ready because you
included the Section Break > Next Page at the end of each. In the future, if your
templates do not have the next-page section breaks, you must add one at the end of
each template. Please refer to the steps found on page 60.

Batch Jobs Tab
The Batch Jobs tab includes the Batch Job grid.

Batch Job Grid
The Batch Job grid has the following functionality:
• New Batch Job: Select to open the New Job window.
• Filter by Project: Future development.
• Filter by Opportunity: Future development.

Columns
The Batch Job grid includes the following columns that you can sort by, group by,
rearrange, remove, or add:
• Run/Edit Job: Select the dropdown arrow to Run Job, Cancel Job, Edit Job, or
Delete Job.
• Job Name: Displays the name of the batch job.
• Template Type: Displays the template type; Word or InDesign.
• Created By: Displays the user who created the batch job.
• Contents: Displays which documents the batch job includes.
• Opportunities: Future development.
• Status: Displays the status of the batch job; Not Started, Pending, or Complete.

Progress Section
The Progress Section panel includes the following information:
• Progress bar: Displays the progress of the selected batch job.
• Job build time: Displays how long it takes to complete the batch job.

LESSON 7: BATCHING DOCUMENTS ©2023 Unanet. All rights reserved. 62